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Global Markets Themes of the Year - January 2024
Derek Halpenny
Global Markets Research, Global Markets EMEA & International Securities
Theme 1 :
G10 FX Outlook 2024 & Global Challenges
George Goncalves
Head of US Macro Strategy, MUFG Securities in the Americas
Theme 2 :
US Outlook: Getting Back in Sync?
Ehsan Khoman
Head of Research – Commodities, ESG and Emerging Markets
Theme 3 :
Commodities 2024 outlook
Lin Li, PhD
Head of Global Markets Research, Asia
Theme 4 :
The conundrum of Chinese economy: will the property sector recover soon?
Lee Hardman
Senior Currency Analyst
Theme 5:
Political risk to become more important FX market driver in 2024
